Gerber Kawasaki Wealth & Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
13,475
+3,452
| +34% | +$331K | 0.05% | 133 |
|
|
2025
Q1 | $956K | Buy |
10,023
+2,549
| +34% | +$243K | 0.04% | 140 |
|
|
2024
Q4 | $691K | Buy |
7,474
+550
| +8% | +$50.9K | 0.03% | 159 |
|
|
2024
Q3 | $679K | Sell |
6,924
-97
| -1% | -$9.52K | 0.03% | 155 |
|
|
2024
Q2 | $658K | Buy |
7,021
+5,297
| +307% | +$496K | 0.03% | 148 |
|
|
2024
Q1 | $163K | Buy |
+1,724
| New | +$163K | 0.01% | 269 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 650 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 816 |
|